Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,715 | $154,193-39.9% | $130,045-28.7% | $139,466-33.5% |
| Participation rate | 40.9% | 82.0%-41.1pp | 78.5%-37.6pp | 80.3%-39.4pp |
| Annual return | 13.14% | 32.51%-19.4pp | -137.30%+150.4pp | 373.66%-360.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,304 | $6,709-80.6% | $5,820-77.6% | $6,712-80.6% |
| Admin fee / account holder | $3,601 | $13,989-74.3% | $10,600-66.0% | $11,409-68.4% |